Certified Financial Planner

Company Description Simplicity Group is a financial services organization focused on education, value, and partnership for financial professionals and their clients. The company offers a comprehensive suite of products and services supporting every phase of life, including guaranteed income, life insurance, wealth management, and long-term care solutions. Simplicity Group collaborates with advisors, agents, broker-dealers, and financial institutions, providing best-in-class and proprietary offerings along with robust operational support. The organization also delivers sales and marketing resources, training, and growth strategies that help its partners expand their businesses and better serve their clients. Role Description The Certified Financial Planner role at Simplicity Group is a full-time, on-site position based in Summit, NJ. The individual in this role will provide comprehensive financial planning services to clients, including assessing current financial situations, identifying goals, and developing tailored strategies in areas such as retirement, insurance, investments, and tax considerations. Daily responsibilities include meeting with Advisors, preparing and presenting Investment Proposals. The role also involves maintaining up-to-date knowledge of financial products and regulations, collaborating with internal teams to deliver holistic solutions, and documenting all interactions in accordance with compliance standards. Qualifications Strong skills in Financial Planning and Personal Financial Planning, with the ability to develop holistic, client-centered strategies. Certified Financial Planner credential and a solid grounding in Finance to interpret data, evaluate risk, and recommend appropriate solutions. Experience in Retirement Planning, including income strategies, Social Security optimization, and tax-efficient distribution planning. Excellent analytical, organizational, and problem-solving abilities, with attention to detail and accuracy in client reporting. Clear written and verbal communication skills, including the ability to explain complex concepts in accessible language. Proven client relationship management skills, with a focus on ethical conduct, confidentiality, and long-term trust-building. Bachelor's degree in Finance, Economics, Business, or a related field; advanced certifications such as CFP®, CFA®, or ChFC® are highly beneficial. Familiarity with financial planning software, CRM systems, and Microsoft Office or similar productivity tools. A least one of these items below is required: Any of the below: Series 65 Series 66 Series 7 CFP CHFC CFA Compensation (based on experience) Base salary: $75,000 -$90,000 based on years of experience and additional licenses. This is an Exempt position. Annual performance bonus target: 10%-15% Employee benefits (medical, dental, vision, life insurance, other) #J-18808-Ljbffr